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Run: Action Alert Email and SMS Approval Form

Approve a mass advocacy send by capturing the policy ask, audience, message copy, channels, and final sign-off before launch. Use it to keep outreach aligned...

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Submission Overview

Request title (required)

Short internal title for this approval request.

Requested by (required)

Name of the staff member submitting this request.

Campaign owner email (required)

Work email for follow-up questions and approval notifications.

Requested send date and time (required)

Planned send time for the action alert.

Policy Ask and Audience

Policy ask (required)

State the specific action you want recipients to take.

Target audience type (required)

Choose the audience segment for this send.

Target list description (required)

Describe the list or segment being used. Do not include unnecessary PII.

Estimated recipient count (required)

Approximate number of recipients for this send.

Channel Selection

Channels requested (required)

Select one or both channels for this action alert.

Email subject line

Required when Email is selected.

SMS message preview

Required when SMS is selected. Keep concise and include the action link if applicable.

SMS opt-in confirmed

Confirm the recipient list is limited to opted-in contacts only.

Yes No N/A

Message Content and Compliance

Email body

Required when Email is selected. Include the call to action and any necessary links.

SMS body

Required when SMS is selected. Keep within character limits and avoid unnecessary PII.

Landing page URL

Destination page for the action alert, if applicable.

Compliance check confirmed (required)

Confirm the message has been reviewed for audience accuracy, consent requirements, and any applicable disclosure language.

Yes No N/A

Approver Review

Approver name (required)

Name of the person approving or rejecting the send.

Approval decision (required)

Approval notes

Add required edits, timing constraints, or release conditions.

Approver signature (required)

Digital signature confirming the review decision.

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Email (required)

Your name (optional)

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